| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,291 | $45,290.16 | $44,513.68 | -$776.48 | -1.71% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,381 | $49,365.27 | $48,452.38 | -$912.89 | -1.85% |
Andrew Burkey Joseph Group Capital Management | 259 | $9,729.15 | $9,093.49 | -$635.66 | -6.53% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,213 | $225,842.55 | $217,703.52 | -$8,139.03 | -3.6% |
Kathleen Thornhill Confluence Wealth Services Inc. | 20,390 | $633,971.27 | $714,873.4 | $80,902.13 | 12.76% |
Samantha Pierangeli City State Bank | 305 | $9,754.5 | $10,714.65 | $960.15 | 9.84% |
W. Travis McKinney HB Wealth Management LLC | 29,446 | $1.02M | $1.02M | -$3,754.81 | -0.37% |
| MC mike Chen Byrne Asset Management LLC | 350 | $9,261 | $12,269.25 | $3,008.25 | 32.48% |
Jeremy Baltz Raleigh Capital Management Inc. | 44,717 | $1.4M | $1.57M | $169,849.83 | 12.16% |
William Jollie Quent Capital LLC | 1,788 | $65,964.73 | $61,650.24 | -$4,314.49 | -6.54% |
Dalila Toledo Ascent Group LLC | 60,603 | $2.1M | $2.13M | $28,367.04 | 1.35% |
| EM Erin Mccann Simplicity Wealth LLC | 8,558 | $325,788.95 | $296,663.07 | -$29,125.88 | -8.94% |
| KB Kimberly Byrne Bill Few Associates Inc. | 15,375 | $462,621.43 | $532,436.25 | $69,814.82 | 15.09% |
Taro Kuriyama Axq Capita LLP | 75,298 | $2.74M | $2.61M | -$128,006.3 | -4.68% |
Katie Christensen iSAM Funds UKK) Ltd | 75,500 | $2.64M | $2.65M | $4,907.33 | 0.19% |
Bryan Kupchik Capstone Wealth Management Group LLC | 6,340 | $210,284.72 | $219,142.1 | $8,857.38 | 4.21% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,698 | $234,001.83 | $234,597.45 | $595.62 | 0.25% |
Daniel Ronan Catalyst Financial Partners LLC | 6,429 | $245,587.65 | $225,561.46 | -$20,026.19 | -8.15% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,975 | $457,817.32 | $516,338 | $58,520.68 | 12.78% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,081 | $37,895.88 | $37,889.05 | -$6.83 | -0.02% |